ToumeiLtd（4439）株式概要株式会社東明は日本で電気通信サービスを提供しています。 詳細4439 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金3/6報酬株価収益率（ 9.4 x） JP市場（ 13.6 x）を下回っています。過去5年間の収益は年間46%増加しました。 リスク分析JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る4439 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥732.0046.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture067b2016201920222025202620282031Revenue JP¥67.2bEarnings JP¥5.3bAdvancedSet Fair ValueView all narrativesToumei Co.,Ltd. 競合他社MEEQSymbol: TSE:332AMarket cap: JP¥11.9bVisionSymbol: TSE:9416Market cap: JP¥50.0bIPSSymbol: TSE:4390Market cap: JP¥50.1bForval TelecomIncSymbol: TSE:9445Market cap: JP¥9.1b価格と性能株価の高値、安値、推移の概要ToumeiLtd過去の株価現在の株価JP¥732.0052週高値JP¥1,170.0052週安値JP¥678.00ベータ0.501ヶ月の変化2.38%3ヶ月変化-29.62%1年変化-26.76%3年間の変化32.91%5年間の変化175.19%IPOからの変化145.71%最新ニュースNew Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 21Now 23% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥763. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Declared Dividend • May 19First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 32% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥714, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥21.63 (vs JP¥22.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.63 (down from JP¥22.87 in 2Q 2025). Revenue: JP¥7.74b (up 2.0% from 2Q 2025). Net income: JP¥636.0m (down 6.9% from 2Q 2025). Profit margin: 8.2% (down from 9.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥806, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Telecom industry in Japan. Total returns to shareholders of 75% over the past three years.最新情報をもっと見るRecent updatesNew Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 21Now 23% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥763. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Declared Dividend • May 19First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 32% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥714, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 41% over the past three years.Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥21.63 (vs JP¥22.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.63 (down from JP¥22.87 in 2Q 2025). Revenue: JP¥7.74b (up 2.0% from 2Q 2025). Net income: JP¥636.0m (down 6.9% from 2Q 2025). Profit margin: 8.2% (down from 9.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥806, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Telecom industry in Japan. Total returns to shareholders of 75% over the past three years.Upcoming Dividend • Feb 19Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥16.81 (vs JP¥20.86 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.81 (down from JP¥20.86 in 1Q 2025). Revenue: JP¥7.20b (flat on 1Q 2025). Net income: JP¥497.0m (down 20% from 1Q 2025). Profit margin: 6.9% (down from 8.6% in 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 29+ 2 more updatesToumei Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Toumei Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026New Risk • Oct 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥163 (up from JP¥52.12 in FY 2024). Revenue: JP¥29.1b (up 22% from FY 2024). Net income: JP¥2.43b (up 57% from FY 2024). Profit margin: 8.4% (up from 6.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 16Now 23% undervaluedOver the last 90 days, the stock has risen 6.4% to JP¥952. The fair value is estimated to be JP¥1,230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.お知らせ • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2025Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2025.New Risk • Aug 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$96.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Upcoming Dividend • Aug 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).お知らせ • Aug 01Toumei Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Toumei Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025分析記事 • Jul 15Returns On Capital Are A Standout For ToumeiLtd (TSE:4439)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Jul 15Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥14.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥14.17 in 3Q 2024). Revenue: JP¥6.64b (up 15% from 3Q 2024). Net income: JP¥394.0m (up 87% from 3Q 2024). Profit margin: 5.9% (up from 3.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 15Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to JP¥1,806. The fair value is estimated to be JP¥2,417, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Declared Dividend • May 20First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th August 2025 Payment date: 28th November 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.お知らせ • Apr 16Toumei Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending August 31, 2025, Payable May 19, 2025Toumei Co.,Ltd. announced a dividend of JPY 7.00 per share for the second quarter of the fiscal year ending August 31, 2025 against JPY 0.00 per share paid a year ago.Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥45.74 (vs JP¥23.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.74 (up from JP¥23.25 in 2Q 2024). Revenue: JP¥7.59b (up 34% from 2Q 2024). Net income: JP¥683.0m (up 97% from 2Q 2024). Profit margin: 9.0% (up from 6.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,310, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 495% over the past three years.分析記事 • Apr 05What You Can Learn From Toumei Co.,Ltd.'s (TSE:4439) P/EWith a price-to-earnings (or "P/E") ratio of 15.9x Toumei Co.,Ltd. ( TSE:4439 ) may be sending bearish signals at the...分析記事 • Feb 04Is Now The Time To Put ToumeiLtd (TSE:4439) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,351, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 409% over the past three years.Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥37.65 (vs JP¥17.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥37.65 (up from JP¥17.01 in 1Q 2024). Revenue: JP¥6.94b (up 29% from 1Q 2024). Net income: JP¥561.0m (up 122% from 1Q 2024). Profit margin: 8.1% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 65% per year.Buy Or Sell Opportunity • Dec 16Now 22% undervaluedOver the last 90 days, the stock has risen 64% to JP¥2,390. The fair value is estimated to be JP¥3,048, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 70%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Buy Or Sell Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock has risen 76% to JP¥2,421. The fair value is estimated to be JP¥3,048, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 70%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.分析記事 • Nov 14Market Participants Recognise Toumei Co.,Ltd.'s (TSE:4439) Earnings Pushing Shares 37% HigherDespite an already strong run, Toumei Co.,Ltd. ( TSE:4439 ) shares have been powering on, with a gain of 37% in the...New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Oct 29+ 2 more updatesToumei Co.,Ltd. to Report Q2, 2025 Results on Apr 14, 2025Toumei Co.,Ltd. announced that they will report Q2, 2025 results on Apr 14, 2025Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,031, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 229% over the past three years.分析記事 • Oct 22ToumeiLtd's (TSE:4439) Solid Earnings Are Supported By Other Strong FactorsWhen companies post strong earnings, the stock generally performs well, just like Toumei Co.,Ltd.'s ( TSE:4439 ) stock...Reported Earnings • Oct 18Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥208 (up from JP¥77.94 in FY 2023). Revenue: JP¥23.9b (up 17% from FY 2023). Net income: JP¥1.55b (up 35% from FY 2023). Profit margin: 6.5% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 16Is It Too Late To Consider Buying Toumei Co.,Ltd. (TSE:4439)?Toumei Co.,Ltd. ( TSE:4439 ), might not be a large cap stock, but it saw a significant share price rise of 55% in the...お知らせ • Oct 16+ 2 more updatesToumei Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending August 31, 2025Toumei Co.,Ltd. provided dividend guidance for the fiscal year ending August 31, 2025. For the year, the company expects to pay dividend of JPY 8.00 per share against JPY 28.00 per share paid a year ago.お知らせ • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2024Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2024.分析記事 • Sep 30Earnings Tell The Story For Toumei Co.,Ltd. (TSE:4439) As Its Stock Soars 26%Toumei Co.,Ltd. ( TSE:4439 ) shares have continued their recent momentum with a 26% gain in the last month alone. The...分析記事 • Sep 20Here's Why We Think ToumeiLtd (TSE:4439) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,659, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 172% over the past three years.Upcoming Dividend • Aug 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).分析記事 • Aug 13ToumeiLtd (TSE:4439) Could Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...お知らせ • Aug 02Toumei Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024Toumei Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,790, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 148% over the past three years.Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥28.33 (vs JP¥38.31 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.33 (down from JP¥38.31 in 3Q 2023). Revenue: JP¥5.77b (up 21% from 3Q 2023). Net income: JP¥211.0m (down 25% from 3Q 2023). Profit margin: 3.7% (down from 5.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 19ToumeiLtd's (TSE:4439) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that Toumei Co.,Ltd.'s ( TSE:4439 ) strong earnings didn't offer any...New Risk • Apr 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$97.6m).Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥46.50 (vs JP¥26.22 in 2Q 2023)Second quarter 2024 results: EPS: JP¥46.50 (up from JP¥26.22 in 2Q 2023). Revenue: JP¥5.67b (up 6.7% from 2Q 2023). Net income: JP¥346.0m (up 79% from 2Q 2023). Profit margin: 6.1% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 14Dividend increased to JP¥14.00Dividend of JP¥14.00 is 7.7% higher than last year. Ex-date: 29th August 2024 Payment date: 29th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 4%.お知らせ • Apr 03Toumei Co.,Ltd. (TSE:4439) acquired Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd.Toumei Co.,Ltd. (TSE:4439) acquired Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd. on March 29, 2024.Toumei Co.,Ltd. (TSE:4439) completed the acquisition of Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd. on March 29, 2024.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,200, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 96% over the past three years.お知らせ • Jan 16Toumei Co.,Ltd. Provides Dividend Guidance for the Year Ending August 31, 2024Toumei Co.,Ltd. provided dividend guidance for the year ending August 31, 2024. For the year, the company expected dividend of JPY 14.00 per share as compared to paid dividend of JPY 13.00 per share a year ago.Reported Earnings • Jan 14First quarter 2024 earnings released: EPS: JP¥34.01 (vs JP¥41.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.01 (down from JP¥41.51 in 1Q 2023). Revenue: JP¥5.39b (up 6.2% from 1Q 2023). Net income: JP¥253.0m (down 17% from 1Q 2023). Profit margin: 4.7% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 02+ 2 more updatesToumei Co.,Ltd. to Report Q3, 2024 Results on Jul 12, 2024Toumei Co.,Ltd. announced that they will report Q3, 2024 results on Jul 12, 2024Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,884, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 64% over the past three years.お知らせ • Oct 19+ 1 more updateToumei Co.,Ltd. Provides Earnings Guidance for the Six Months Ending February 28, 2024 and Full Year Ending August 31, 2024Toumei Co.,Ltd. provided earnings guidance for the six months ending February 28, 2024 and full year ending August 31, 2024. For the six months, the company expects net sales of JPY 11,407 million to JPY 13,408 million, operating profit of JPY 804 million, profit attributable to owners of parent was JPY 512 million, earnings per share of JPY 68.96. For the year, the company expects net sales of JPY 23,264 million to JPY 27,389 million, operating profit of JPY 1,976 million, profit attributable to owners of parent was JPY 1,281 million, earnings per share of JPY 172.22.New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.6b market cap, or US$97.8m).Reported Earnings • Oct 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥156 (up from JP¥36.64 in FY 2022). Revenue: JP¥20.5b (up 16% from FY 2022). Net income: JP¥1.15b (up 328% from FY 2022). Profit margin: 5.6% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 28, 2023Toumei Co.,Ltd., Annual General Meeting, Nov 28, 2023.Upcoming Dividend • Aug 23Upcoming dividend of JP¥13.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 8.2% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.0%).お知らせ • Aug 03Toumei Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 13, 2023Toumei Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 13, 2023Reported Earnings • Jul 15Third quarter 2023 earnings released: EPS: JP¥38.31 (vs JP¥11.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥38.31 (up from JP¥11.44 in 3Q 2022). Revenue: JP¥4.76b (up 8.6% from 3Q 2022). Net income: JP¥283.0m (up 237% from 3Q 2022). Profit margin: 5.9% (up from 1.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,794, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 100% over the past three years.Reported Earnings • Apr 15Second quarter 2023 earnings released: EPS: JP¥26.22 (vs JP¥13.35 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥26.22 (up from JP¥13.35 loss in 2Q 2022). Revenue: JP¥5.31b (up 21% from 2Q 2022). Net income: JP¥193.0m (up JP¥291.0m from 2Q 2022). Profit margin: 3.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,936, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 18x in the Telecom industry in Japan. Total returns to shareholders of 57% over the past three years.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,450, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 114% over the past three years.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥2,070, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 66% over the past three years.Reported Earnings • Jan 14First quarter 2023 earnings released: EPS: JP¥41.51 (vs JP¥1.23 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥41.51 (up from JP¥1.23 loss in 1Q 2022). Revenue: JP¥5.07b (up 40% from 1Q 2022). Net income: JP¥305.0m (up JP¥314.0m from 1Q 2022). Profit margin: 6.0% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Dec 04Full year 2022 earnings released: EPS: JP¥36.64 (vs JP¥37.76 in FY 2021)Full year 2022 results: EPS: JP¥36.64 (down from JP¥37.76 in FY 2021). Revenue: JP¥17.7b (up 36% from FY 2021). Net income: JP¥269.0m (down 2.9% from FY 2021). Profit margin: 1.5% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Masamichi Yoshida was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 03+ 2 more updatesToumei Co.,Ltd. to Report Q2, 2023 Results on Apr 13, 2023Toumei Co.,Ltd. announced that they will report Q2, 2023 results on Apr 13, 2023お知らせ • Oct 19+ 1 more updateToumei Co.,Ltd. Announces Year End Dividend for the Fiscal Year Ending August 31, 2022, Payable on November 28, 2022; Provides Dividend Guidance for the Fiscal Year Ending August 31, 2023Toumei Co.,Ltd. announced year end dividend for the fiscal year ending August 31, 2022. For the period, the company announced dividend of JPY 12.00 per share Payable on November 28, 2022 as compared to JPY 11.00 per share paid a year ago.Fiscal Year Ending August 31, 2023, the company expects to pay a dividend of JPY 13.00 per share as compared to JPY 12.00 per share paid a year ago.お知らせ • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 25, 2022Toumei Co.,Ltd., Annual General Meeting, Nov 25, 2022.Reported Earnings • Oct 15Full year 2022 earnings released: EPS: JP¥36.64 (vs JP¥37.76 in FY 2021)Full year 2022 results: EPS: JP¥36.64 (down from JP¥37.76 in FY 2021). Revenue: JP¥17.7b (up 36% from FY 2021). Net income: JP¥269.0m (down 2.9% from FY 2021). Profit margin: 1.5% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).お知らせ • Aug 03Toumei Co.,Ltd. to Report Fiscal Year 2022 Results on Oct 13, 2022Toumei Co.,Ltd. announced that they will report fiscal year 2022 results on Oct 13, 2022お知らせ • Jul 20Toumei Co.,Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending August 31, 2022Toumei Co.,Ltd. provided year end dividend guidance for the fiscal year ending August 31, 2022. For the period, the company expects to pay dividend of JPY 12.00 per share as compared to JPY 11.00 per share paid a year ago.Reported Earnings • Jul 15Third quarter 2022 earnings released: EPS: JP¥11.44 (vs JP¥11.99 in 3Q 2021)Third quarter 2022 results: EPS: JP¥11.44 (down from JP¥11.99 in 3Q 2021). Revenue: JP¥4.38b (up 33% from 3Q 2021). Net income: JP¥84.0m (down 4.5% from 3Q 2021). Profit margin: 1.9% (down from 2.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Masamichi Yoshida was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 19+ 1 more updateToumei Co.,Ltd. Provides Dividend Guidance for the Year Ending August 31, 2022Toumei Co.,Ltd. provided dividend guidance for the year ending August 31, 2022. For the year, the company expects dividend of JPY 12 per share compared to JPY 11 per share paid a year ago.Reported Earnings • Apr 14Second quarter 2022 earnings released: JP¥13.35 loss per share (vs JP¥2.86 profit in 2Q 2021)Second quarter 2022 results: JP¥13.35 loss per share (down from JP¥2.86 profit in 2Q 2021). Revenue: JP¥4.41b (up 48% from 2Q 2021). Net loss: JP¥98.0m (down JP¥119.0m from profit in 2Q 2021).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥770, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 32% over the past year.お知らせ • Jan 19Toumei Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending February 28, 2022 and Full Year Ending August 31, 2022Toumei Co.,Ltd. provided consolidated earnings guidance for the six months ending February 28, 2022 and full year ending August 31, 2022. For the six months, the company expects net sales of JPY 7,578 million, operating profit of JPY 139 million, profit attributable to owners of parent of JPY 79 million and earnings per share of JPY 10.80. For the full year ending August 31, 2022, the company expects net sales of JPY 15,719 million, operating profit of JPY 626 million, profit attributable to owners of parent of JPY 443 million and earnings per share of JPY 60.41.Reported Earnings • Jan 14First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: JP¥1.23 loss per share (down from JP¥18.68 profit in 1Q 2021). Revenue: JP¥3.63b (up 21% from 1Q 2021). Net loss: JP¥9.00m (down 107% from profit in 1Q 2021). Revenue was in line with analyst estimates.Reported Earnings • Oct 14Full year 2021 earnings released: EPS JP¥37.76 (vs JP¥84.73 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥13.0b (up 13% from FY 2020). Net income: JP¥277.0m (down 55% from FY 2020). Profit margin: 2.1% (down from 5.3% in FY 2020). The decrease in margin was driven by higher expenses.株主還元4439JP TelecomJP 市場7D-3.7%-1.8%2.2%1Y-26.8%-6.5%43.6%株主還元を見る業界別リターン: 4439過去 1 年間で-6.5 % の収益を上げたJP Telecom業界を下回りました。リターン対市場: 4439は、過去 1 年間で43.6 % のリターンを上げたJP市場を下回りました。価格変動Is 4439's price volatile compared to industry and market?4439 volatility4439 Average Weekly Movement7.1%Telecom Industry Average Movement4.5%Market Average Movement4.8%10% most volatile stocks in JP Market9.5%10% least volatile stocks in JP Market2.5%安定した株価: 4439の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4439の weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1997586Naoto Hibinowww.toumei.co.jp株式会社東明は日本で電気通信サービスを提供している。オフィス光119事業、オフィスソリューション事業、ファイナンシャルプランニング事業：オフィス光119」事業、「オフィスソリューション」事業、「ファイナンシャルプランニング」事業。オフィス光119事業」は、光ファイバー回線やインターネットサービスプロバイダなどオフィスの通信環境に関するサービス、固定電話やインターネット回線の開設、Wi-Fiホットスポットの設置、DXサービスや通信環境の見直しなど通信インフラに関するサービスを提供している。また、コールセンター、カスタマーセンター、料金回収部門等の運営も行っている。オフィスソリューション事業」は、電力の小売販売からなるエネルギーソリューション、ビジネスホン、統合脅威管理装置、PC、サーバー、ネットワーク対応複合機、LED照明機器、業務用エアコン等からなるオフィス環境ソリューション、企業PRサイトのレンタルやホームページ制作等のWebソリューション、太陽光発電システムや蓄電池の管理・販売を行っている。ファイナンシャル・プランニング事業では、ほけんの窓口本舗のもと、保険仲介サービスを提供している。中小企業や個人事業主を顧客としている。旧社名は東名三重で、2001年に東名株式会社に社名変更した。東名株式会社は1997年に設立され、四日市市に本社を置く。もっと見るToumei Co.,Ltd. 基礎のまとめToumeiLtd の収益と売上を時価総額と比較するとどうか。4439 基礎統計学時価総額JP¥21.78b収益（TTM）JP¥2.32b売上高(TTM)JP¥29.48b9.4xPER（株価収益率0.7xP/Sレシオ4439 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4439 損益計算書（TTM）収益JP¥29.48b売上原価JP¥19.34b売上総利益JP¥10.14bその他の費用JP¥7.82b収益JP¥2.32b直近の収益報告Feb 28, 2026次回決算日Jul 15, 2026一株当たり利益（EPS）78.02グロス・マージン34.40%純利益率7.87%有利子負債／自己資本比率14.4%4439 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.8%現在の配当利回り15%配当性向4439 配当は確実ですか？4439 配当履歴とベンチマークを見る4439 、いつまでに購入すれば配当金を受け取れますか？ToumeiLtd 配当日配当落ち日Aug 28 2026配当支払日Nov 13 2026配当落ちまでの日数84 days配当支払日までの日数161 days4439 配当は確実ですか？4439 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/04 20:02終値2026/06/04 00:00収益2026/02/28年間収益2025/08/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Toumei Co.,Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Koichi HariyaIchiyoshi Research Institute Inc.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 21Now 23% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥763. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Declared Dividend • May 19First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 32% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥714, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥21.63 (vs JP¥22.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.63 (down from JP¥22.87 in 2Q 2025). Revenue: JP¥7.74b (up 2.0% from 2Q 2025). Net income: JP¥636.0m (down 6.9% from 2Q 2025). Profit margin: 8.2% (down from 9.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥806, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Telecom industry in Japan. Total returns to shareholders of 75% over the past three years.
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 21Now 23% overvaluedOver the last 90 days, the stock has fallen 30% to JP¥763. The fair value is estimated to be JP¥620, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Declared Dividend • May 19First half dividend of JP¥7.00 announcedShareholders will receive a dividend of JP¥7.00. Ex-date: 28th August 2026 Payment date: 13th November 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 32% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥714, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 41% over the past three years.
Reported Earnings • Apr 16Second quarter 2026 earnings released: EPS: JP¥21.63 (vs JP¥22.87 in 2Q 2025)Second quarter 2026 results: EPS: JP¥21.63 (down from JP¥22.87 in 2Q 2025). Revenue: JP¥7.74b (up 2.0% from 2Q 2025). Net income: JP¥636.0m (down 6.9% from 2Q 2025). Profit margin: 8.2% (down from 9.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥806, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Telecom industry in Japan. Total returns to shareholders of 75% over the past three years.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.3%).
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥16.81 (vs JP¥20.86 in 1Q 2025)First quarter 2026 results: EPS: JP¥16.81 (down from JP¥20.86 in 1Q 2025). Revenue: JP¥7.20b (flat on 1Q 2025). Net income: JP¥497.0m (down 20% from 1Q 2025). Profit margin: 6.9% (down from 8.6% in 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 29+ 2 more updatesToumei Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Toumei Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
New Risk • Oct 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥163 (up from JP¥52.12 in FY 2024). Revenue: JP¥29.1b (up 22% from FY 2024). Net income: JP¥2.43b (up 57% from FY 2024). Profit margin: 8.4% (up from 6.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 16Now 23% undervaluedOver the last 90 days, the stock has risen 6.4% to JP¥952. The fair value is estimated to be JP¥1,230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
お知らせ • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2025Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2025.
New Risk • Aug 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.4b (US$96.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.1%).
お知らせ • Aug 01Toumei Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Toumei Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025
分析記事 • Jul 15Returns On Capital Are A Standout For ToumeiLtd (TSE:4439)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Jul 15Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥14.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥14.17 in 3Q 2024). Revenue: JP¥6.64b (up 15% from 3Q 2024). Net income: JP¥394.0m (up 87% from 3Q 2024). Profit margin: 5.9% (up from 3.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 15Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to JP¥1,806. The fair value is estimated to be JP¥2,417, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Declared Dividend • May 20First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 28th August 2025 Payment date: 28th November 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 14%.
お知らせ • Apr 16Toumei Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending August 31, 2025, Payable May 19, 2025Toumei Co.,Ltd. announced a dividend of JPY 7.00 per share for the second quarter of the fiscal year ending August 31, 2025 against JPY 0.00 per share paid a year ago.
Reported Earnings • Apr 15Second quarter 2025 earnings released: EPS: JP¥45.74 (vs JP¥23.25 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.74 (up from JP¥23.25 in 2Q 2024). Revenue: JP¥7.59b (up 34% from 2Q 2024). Net income: JP¥683.0m (up 97% from 2Q 2024). Profit margin: 9.0% (up from 6.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,310, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 495% over the past three years.
分析記事 • Apr 05What You Can Learn From Toumei Co.,Ltd.'s (TSE:4439) P/EWith a price-to-earnings (or "P/E") ratio of 15.9x Toumei Co.,Ltd. ( TSE:4439 ) may be sending bearish signals at the...
分析記事 • Feb 04Is Now The Time To Put ToumeiLtd (TSE:4439) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,351, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 409% over the past three years.
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥37.65 (vs JP¥17.01 in 1Q 2024)First quarter 2025 results: EPS: JP¥37.65 (up from JP¥17.01 in 1Q 2024). Revenue: JP¥6.94b (up 29% from 1Q 2024). Net income: JP¥561.0m (up 122% from 1Q 2024). Profit margin: 8.1% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 65% per year.
Buy Or Sell Opportunity • Dec 16Now 22% undervaluedOver the last 90 days, the stock has risen 64% to JP¥2,390. The fair value is estimated to be JP¥3,048, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 70%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Buy Or Sell Opportunity • Nov 28Now 21% undervaluedOver the last 90 days, the stock has risen 76% to JP¥2,421. The fair value is estimated to be JP¥3,048, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 70%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
分析記事 • Nov 14Market Participants Recognise Toumei Co.,Ltd.'s (TSE:4439) Earnings Pushing Shares 37% HigherDespite an already strong run, Toumei Co.,Ltd. ( TSE:4439 ) shares have been powering on, with a gain of 37% in the...
New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Oct 29+ 2 more updatesToumei Co.,Ltd. to Report Q2, 2025 Results on Apr 14, 2025Toumei Co.,Ltd. announced that they will report Q2, 2025 results on Apr 14, 2025
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥2,031, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 229% over the past three years.
分析記事 • Oct 22ToumeiLtd's (TSE:4439) Solid Earnings Are Supported By Other Strong FactorsWhen companies post strong earnings, the stock generally performs well, just like Toumei Co.,Ltd.'s ( TSE:4439 ) stock...
Reported Earnings • Oct 18Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥208 (up from JP¥77.94 in FY 2023). Revenue: JP¥23.9b (up 17% from FY 2023). Net income: JP¥1.55b (up 35% from FY 2023). Profit margin: 6.5% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 16Is It Too Late To Consider Buying Toumei Co.,Ltd. (TSE:4439)?Toumei Co.,Ltd. ( TSE:4439 ), might not be a large cap stock, but it saw a significant share price rise of 55% in the...
お知らせ • Oct 16+ 2 more updatesToumei Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending August 31, 2025Toumei Co.,Ltd. provided dividend guidance for the fiscal year ending August 31, 2025. For the year, the company expects to pay dividend of JPY 8.00 per share against JPY 28.00 per share paid a year ago.
お知らせ • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2024Toumei Co.,Ltd., Annual General Meeting, Nov 27, 2024.
分析記事 • Sep 30Earnings Tell The Story For Toumei Co.,Ltd. (TSE:4439) As Its Stock Soars 26%Toumei Co.,Ltd. ( TSE:4439 ) shares have continued their recent momentum with a 26% gain in the last month alone. The...
分析記事 • Sep 20Here's Why We Think ToumeiLtd (TSE:4439) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,659, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Telecom industry in Japan. Total returns to shareholders of 172% over the past three years.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).
分析記事 • Aug 13ToumeiLtd (TSE:4439) Could Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
お知らせ • Aug 02Toumei Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 15, 2024Toumei Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 15, 2024
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,790, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 148% over the past three years.
Reported Earnings • Jul 16Third quarter 2024 earnings released: EPS: JP¥28.33 (vs JP¥38.31 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.33 (down from JP¥38.31 in 3Q 2023). Revenue: JP¥5.77b (up 21% from 3Q 2023). Net income: JP¥211.0m (down 25% from 3Q 2023). Profit margin: 3.7% (down from 5.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 19ToumeiLtd's (TSE:4439) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that Toumei Co.,Ltd.'s ( TSE:4439 ) strong earnings didn't offer any...
New Risk • Apr 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.1b (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Market cap is less than US$100m (JP¥15.1b market cap, or US$97.6m).
Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥46.50 (vs JP¥26.22 in 2Q 2023)Second quarter 2024 results: EPS: JP¥46.50 (up from JP¥26.22 in 2Q 2023). Revenue: JP¥5.67b (up 6.7% from 2Q 2023). Net income: JP¥346.0m (up 79% from 2Q 2023). Profit margin: 6.1% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 14Dividend increased to JP¥14.00Dividend of JP¥14.00 is 7.7% higher than last year. Ex-date: 29th August 2024 Payment date: 29th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 4%.
お知らせ • Apr 03Toumei Co.,Ltd. (TSE:4439) acquired Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd.Toumei Co.,Ltd. (TSE:4439) acquired Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd. on March 29, 2024.Toumei Co.,Ltd. (TSE:4439) completed the acquisition of Kinki Denko Co., Ltd. and Ecological Electrical Service Co.,Ltd. on March 29, 2024.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥2,200, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 96% over the past three years.
お知らせ • Jan 16Toumei Co.,Ltd. Provides Dividend Guidance for the Year Ending August 31, 2024Toumei Co.,Ltd. provided dividend guidance for the year ending August 31, 2024. For the year, the company expected dividend of JPY 14.00 per share as compared to paid dividend of JPY 13.00 per share a year ago.
Reported Earnings • Jan 14First quarter 2024 earnings released: EPS: JP¥34.01 (vs JP¥41.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥34.01 (down from JP¥41.51 in 1Q 2023). Revenue: JP¥5.39b (up 6.2% from 1Q 2023). Net income: JP¥253.0m (down 17% from 1Q 2023). Profit margin: 4.7% (down from 6.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 02+ 2 more updatesToumei Co.,Ltd. to Report Q3, 2024 Results on Jul 12, 2024Toumei Co.,Ltd. announced that they will report Q3, 2024 results on Jul 12, 2024
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,884, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 64% over the past three years.
お知らせ • Oct 19+ 1 more updateToumei Co.,Ltd. Provides Earnings Guidance for the Six Months Ending February 28, 2024 and Full Year Ending August 31, 2024Toumei Co.,Ltd. provided earnings guidance for the six months ending February 28, 2024 and full year ending August 31, 2024. For the six months, the company expects net sales of JPY 11,407 million to JPY 13,408 million, operating profit of JPY 804 million, profit attributable to owners of parent was JPY 512 million, earnings per share of JPY 68.96. For the year, the company expects net sales of JPY 23,264 million to JPY 27,389 million, operating profit of JPY 1,976 million, profit attributable to owners of parent was JPY 1,281 million, earnings per share of JPY 172.22.
New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.6b market cap, or US$97.8m).
Reported Earnings • Oct 15Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥156 (up from JP¥36.64 in FY 2022). Revenue: JP¥20.5b (up 16% from FY 2022). Net income: JP¥1.15b (up 328% from FY 2022). Profit margin: 5.6% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 28, 2023Toumei Co.,Ltd., Annual General Meeting, Nov 28, 2023.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥13.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 8.2% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (3.0%).
お知らせ • Aug 03Toumei Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 13, 2023Toumei Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 13, 2023
Reported Earnings • Jul 15Third quarter 2023 earnings released: EPS: JP¥38.31 (vs JP¥11.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥38.31 (up from JP¥11.44 in 3Q 2022). Revenue: JP¥4.76b (up 8.6% from 3Q 2022). Net income: JP¥283.0m (up 237% from 3Q 2022). Profit margin: 5.9% (up from 1.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,794, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 100% over the past three years.
Reported Earnings • Apr 15Second quarter 2023 earnings released: EPS: JP¥26.22 (vs JP¥13.35 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥26.22 (up from JP¥13.35 loss in 2Q 2022). Revenue: JP¥5.31b (up 21% from 2Q 2022). Net income: JP¥193.0m (up JP¥291.0m from 2Q 2022). Profit margin: 3.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,936, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 18x in the Telecom industry in Japan. Total returns to shareholders of 57% over the past three years.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,450, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 114% over the past three years.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥2,070, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 66% over the past three years.
Reported Earnings • Jan 14First quarter 2023 earnings released: EPS: JP¥41.51 (vs JP¥1.23 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥41.51 (up from JP¥1.23 loss in 1Q 2022). Revenue: JP¥5.07b (up 40% from 1Q 2022). Net income: JP¥305.0m (up JP¥314.0m from 1Q 2022). Profit margin: 6.0% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Dec 04Full year 2022 earnings released: EPS: JP¥36.64 (vs JP¥37.76 in FY 2021)Full year 2022 results: EPS: JP¥36.64 (down from JP¥37.76 in FY 2021). Revenue: JP¥17.7b (up 36% from FY 2021). Net income: JP¥269.0m (down 2.9% from FY 2021). Profit margin: 1.5% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Masamichi Yoshida was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 03+ 2 more updatesToumei Co.,Ltd. to Report Q2, 2023 Results on Apr 13, 2023Toumei Co.,Ltd. announced that they will report Q2, 2023 results on Apr 13, 2023
お知らせ • Oct 19+ 1 more updateToumei Co.,Ltd. Announces Year End Dividend for the Fiscal Year Ending August 31, 2022, Payable on November 28, 2022; Provides Dividend Guidance for the Fiscal Year Ending August 31, 2023Toumei Co.,Ltd. announced year end dividend for the fiscal year ending August 31, 2022. For the period, the company announced dividend of JPY 12.00 per share Payable on November 28, 2022 as compared to JPY 11.00 per share paid a year ago.Fiscal Year Ending August 31, 2023, the company expects to pay a dividend of JPY 13.00 per share as compared to JPY 12.00 per share paid a year ago.
お知らせ • Oct 15Toumei Co.,Ltd., Annual General Meeting, Nov 25, 2022Toumei Co.,Ltd., Annual General Meeting, Nov 25, 2022.
Reported Earnings • Oct 15Full year 2022 earnings released: EPS: JP¥36.64 (vs JP¥37.76 in FY 2021)Full year 2022 results: EPS: JP¥36.64 (down from JP¥37.76 in FY 2021). Revenue: JP¥17.7b (up 36% from FY 2021). Net income: JP¥269.0m (down 2.9% from FY 2021). Profit margin: 1.5% (down from 2.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.1%).
お知らせ • Aug 03Toumei Co.,Ltd. to Report Fiscal Year 2022 Results on Oct 13, 2022Toumei Co.,Ltd. announced that they will report fiscal year 2022 results on Oct 13, 2022
お知らせ • Jul 20Toumei Co.,Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending August 31, 2022Toumei Co.,Ltd. provided year end dividend guidance for the fiscal year ending August 31, 2022. For the period, the company expects to pay dividend of JPY 12.00 per share as compared to JPY 11.00 per share paid a year ago.
Reported Earnings • Jul 15Third quarter 2022 earnings released: EPS: JP¥11.44 (vs JP¥11.99 in 3Q 2021)Third quarter 2022 results: EPS: JP¥11.44 (down from JP¥11.99 in 3Q 2021). Revenue: JP¥4.38b (up 33% from 3Q 2021). Net income: JP¥84.0m (down 4.5% from 3Q 2021). Profit margin: 1.9% (down from 2.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Outside Director Masamichi Yoshida was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 19+ 1 more updateToumei Co.,Ltd. Provides Dividend Guidance for the Year Ending August 31, 2022Toumei Co.,Ltd. provided dividend guidance for the year ending August 31, 2022. For the year, the company expects dividend of JPY 12 per share compared to JPY 11 per share paid a year ago.
Reported Earnings • Apr 14Second quarter 2022 earnings released: JP¥13.35 loss per share (vs JP¥2.86 profit in 2Q 2021)Second quarter 2022 results: JP¥13.35 loss per share (down from JP¥2.86 profit in 2Q 2021). Revenue: JP¥4.41b (up 48% from 2Q 2021). Net loss: JP¥98.0m (down JP¥119.0m from profit in 2Q 2021).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥770, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 14x in the Telecom industry in Japan. Total loss to shareholders of 32% over the past year.
お知らせ • Jan 19Toumei Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending February 28, 2022 and Full Year Ending August 31, 2022Toumei Co.,Ltd. provided consolidated earnings guidance for the six months ending February 28, 2022 and full year ending August 31, 2022. For the six months, the company expects net sales of JPY 7,578 million, operating profit of JPY 139 million, profit attributable to owners of parent of JPY 79 million and earnings per share of JPY 10.80. For the full year ending August 31, 2022, the company expects net sales of JPY 15,719 million, operating profit of JPY 626 million, profit attributable to owners of parent of JPY 443 million and earnings per share of JPY 60.41.
Reported Earnings • Jan 14First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: JP¥1.23 loss per share (down from JP¥18.68 profit in 1Q 2021). Revenue: JP¥3.63b (up 21% from 1Q 2021). Net loss: JP¥9.00m (down 107% from profit in 1Q 2021). Revenue was in line with analyst estimates.
Reported Earnings • Oct 14Full year 2021 earnings released: EPS JP¥37.76 (vs JP¥84.73 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥13.0b (up 13% from FY 2020). Net income: JP¥277.0m (down 55% from FY 2020). Profit margin: 2.1% (down from 5.3% in FY 2020). The decrease in margin was driven by higher expenses.
